Scott Keefer
Financial Adviser
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About
Scott Keefer is an ASIC-registered financial adviser based in Toowong, QLD, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from The University of Queensland (1994), a Graduate Certificate in Financial Planning (2006), and a Master of Financial Planning (2008) from the University of the Sunshine Coast, Scott brings a wealth of knowledge and experience to his clients. He further enhanced his expertise with specialized training in Margin Lending & Geared Investments from Kaplan Professional (2011). As a member of the Financial Advice Association of Australia (FAAA), Scott adheres to the highest ethical and professional standards. Scott is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He assists clients with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Scott offers a comprehensive suite of services designed to meet your unique financial needs: • Superannuation advice and planning • Wealth creation and investment strategies • Retirement planning and income projections • Insurance solutions to protect your assets and family • Personalised financial roadmaps Ready to take control of your financial future? Contact Scott Keefer today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Scott Keefer provide?
Scott Keefer provides advice on a range of financial products and strategies, including superannuation, insurance, wealth management, and retirement planning. He can help you with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Scott Keefer's qualifications?
Scott holds a Bachelor of Commerce from The University of Queensland, a Graduate Certificate in Financial Planning, and a Master of Financial Planning from the University of the Sunshine Coast. He has also completed training in Margin Lending & Geared Investments from Kaplan Professional.
What is the first step in working with Scott Keefer?
The first step is to schedule a consultation. During this meeting, Scott will discuss your financial goals, current situation, and any concerns you may have. This helps him understand your needs and develop a tailored financial plan.
How does Scott Keefer stay up-to-date with the latest financial regulations and market trends?
As a member of the Financial Advice Association of Australia (FAAA), Scott is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and monitors changes in legislation to ensure he provides the most current and relevant advice.
What can I expect from the financial planning process with Scott Keefer?
You can expect a personalized and collaborative approach. Scott will work closely with you to understand your financial goals, develop a comprehensive plan, and regularly review your progress. He is committed to providing clear, transparent, and unbiased advice to help you make informed decisions.
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